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Fernwood Investment Management’s Advance Auto Parts AAP Stock Holding History

Fernwood Investment Management’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-700
Closed -$59.6K – 199
2024
Q1 		$59.6K Buy
+700
New +$48.3K 0.02% 326
2022
Q1 		– Sell
-836
Closed -$201K – 201
2021
Q4 		$201K Buy
+836
New +$191K 0.07% 205

Other funds holding AAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Fernwood Investment Management's AAP Position: Q2 2024 in Review

Fernwood Investment Management sold out of Advance Auto Parts (AAP) in Q2 2024, closing a stake of 700 shares — an estimated $59.6K sold.

Fernwood Investment Management first reported a position in AAP in Q4 2021 and held it in 2 quarters. The position peaked at $201K in Q4 2021. 400 funds tracked by Wall St. Rank hold AAP as of Q2 2024.

  • Fernwood Investment Management reported no remaining Advance Auto Parts position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 700 Advance Auto Parts shares in Q2 2024, an estimated $59.6K.
  • Fernwood Investment Management first reported a position in Advance Auto Parts in Q4 2021 and held it in 2 quarters.
  • Fernwood Investment Management's Advance Auto Parts position peaked at $201K in Q4 2021.
  • 400 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.